{"id":68786,"date":"2024-10-09T14:04:54","date_gmt":"2024-10-09T11:04:54","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=68786"},"modified":"2024-10-09T14:04:59","modified_gmt":"2024-10-09T11:04:59","slug":"samsung-beklenenden-dusuk-kar-nedeniyle-ozur-diledi","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/samsung-beklenenden-dusuk-kar-nedeniyle-ozur-diledi\/","title":{"rendered":"Samsung, Beklenenden D\u00fc\u015f\u00fck Kar Nedeniyle \u00d6z\u00fcr Diledi"},"content":{"rendered":"\n<p>Samsung Electronics, 2024 y\u0131l\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde beklentilerin alt\u0131nda kalan k\u00e2r rakamlar\u0131 nedeniyle yat\u0131r\u0131mc\u0131lar\u0131ndan \u00f6z\u00fcr diledi. Firman\u0131n, yapay zeka (AI) \u00e7ipleri pazar\u0131ndaki rekabette geri kalmas\u0131 ve tedarik zincirindeki aksakl\u0131klar\u0131n etkisiyle ya\u015fad\u0131\u011f\u0131 bu d\u00fc\u015f\u00fc\u015f, \u015firketin gelece\u011fi hakk\u0131nda endi\u015felere yol a\u00e7t\u0131.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"900\" src=\"https:\/\/www.indir.com\/haber\/wp-content\/uploads\/2024\/10\/aaaa_1600x900.jpg\" alt=\"\" class=\"wp-image-68787\" title=\"\"><\/figure>\n\n\n\n<p>Samsung&#8217;un Y\u00f6netim Kurulu Ba\u015fkan Yard\u0131mc\u0131s\u0131 Jun Young-hyun, yap\u0131lan a\u00e7\u0131klamada, \u015firketin performans\u0131n\u0131n beklentilerin alt\u0131nda kalmas\u0131ndan duyulan hayal k\u0131r\u0131kl\u0131\u011f\u0131n\u0131 dile getirdi ve \u015fu ifadeleri kulland\u0131: &#8220;Piyasan\u0131n bekledi\u011fi performans\u0131 sergileyemememiz, temel rekabet g\u00fcc\u00fcm\u00fcz konusunda soru i\u015faretleri olu\u015fturdu. T\u00fcm bu s\u00fcrecin sorumlulu\u011funu \u00fczerimize al\u0131yoruz.&#8221; Bu \u00f6z\u00fcr, teknoloji d\u00fcnyas\u0131nda nadir g\u00f6r\u00fclen bir a\u00e7\u0131klama olarak dikkat \u00e7ekti ve Samsung&#8217;un i\u00e7inde bulundu\u011fu zorluklar\u0131 \u00e7arp\u0131c\u0131 \u015fekilde ortaya koydu.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Yar\u0131 \u0130letken Sekt\u00f6r\u00fcndeki Rekabet ve Zorluklar<\/h2>\n\n\n\n<p>D\u00fcnyan\u0131n 30 y\u0131ld\u0131r en b\u00fcy\u00fck bellek \u00e7ipi \u00fcreticisi olan Samsung, yapay zeka ve bellek \u00e7ipleri alan\u0131nda ya\u015fanan gecikmelerle m\u00fcadele ediyor. \u00d6zellikle \u00c7inli \u00fcreticilerin h\u0131zl\u0131 y\u00fckseli\u015fi ve tedarik zincirindeki aksakl\u0131klar, \u015firketin gelirlerini olumsuz etkiledi. 2024 y\u0131l\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fi i\u00e7in \u015firket, 9,1 trilyon won (yakla\u015f\u0131k 6,78 milyar dolar) faaliyet k\u00e2r\u0131 bekledi\u011fini a\u00e7\u0131klad\u0131. Bu rakam piyasan\u0131n beklentisi olan 10,3 trilyon won&#8217;un olduk\u00e7a alt\u0131nda kald\u0131. Ayn\u0131 d\u00f6nemde, firman\u0131n 58 milyar dolar civar\u0131nda gelir elde etmesi bekleniyor.<\/p>\n\n\n\n<p>Uzmanlar, Samsung&#8217;un AI \u00e7ip pazar\u0131nda ge\u00e7 ad\u0131mlar atmas\u0131n\u0131n, firman\u0131n daha d\u00fc\u015f\u00fck k\u00e2r marjl\u0131 geleneksel \u00e7iplere ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 art\u0131rd\u0131\u011f\u0131na dikkat \u00e7ekiyor. Y\u00fcksek marjl\u0131 HBM (y\u00fcksek bant geni\u015flikli bellek) \u00e7iplerinde, Samsung rakipleri SK Hynix ve Micron&#8217;un gerisinde kalm\u0131\u015f durumda. Ayr\u0131ca, \u00c7inli rakiplerin geleneksel \u00e7ip sat\u0131\u015flar\u0131ndaki agresif fiyatlama politikalar\u0131 da Samsung&#8217;u bask\u0131 alt\u0131na al\u0131yor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">HBM3E \u00dcretimindeki Gecikme<\/h2>\n\n\n\n<p>Samsung, \u00f6zellikle \u00fcst d\u00fczey HBM3E yongalar\u0131n\u0131n b\u00fcy\u00fck bir m\u00fc\u015fteriye tedarikinde ya\u015fanan gecikme nedeniyle de zorlan\u0131yor. Temmuz ay\u0131nda HBM3E belleklerin \u00fcretimine ba\u015flanaca\u011f\u0131n\u0131 duyuran firma, bu s\u00fcrecin planlanan \u015fekilde ilerlemedi\u011fini a\u00e7\u0131klad\u0131. Firma bu belleklerin Nvidia gibi dev isimlerle anla\u015fmal\u0131 oldu\u011funu belirtmese de, ya\u015fanan gecikmenin b\u00fcy\u00fck m\u00fc\u015fteri kay\u0131plar\u0131na neden olabilece\u011fi endi\u015fesi bulunuyor. Detayl\u0131 kazan\u00e7 raporunun 31 Ekim&#8217;de a\u00e7\u0131klanmas\u0131 bekleniyor.<\/p>\n\n\n\n<p>Jun Young-hyun, bu zorlu d\u00f6nemi bir f\u0131rsata \u00e7evirmeyi hedeflediklerini ve uzun vadede teknolojik rekabet g\u00fcc\u00fcn\u00fc art\u0131rmaya odaklanacaklar\u0131n\u0131 vurgulad\u0131. Firman\u0131n hisseleri ise bu s\u00fcre\u00e7te d\u00fc\u015fmeye devam ederken, y\u0131l ba\u015f\u0131ndan bu yana y\u00fczde 20&#8217;den fazla de\u011fer kaybetti. Samsung, ya\u015fanan bu krizi a\u015fmak i\u00e7in stratejik ad\u0131mlar atarak yeniden y\u00fckselmeyi hedefliyor.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Samsung Electronics, 2024 y\u0131l\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde beklentilerin alt\u0131nda kalan k\u00e2r rakamlar\u0131 nedeniyle yat\u0131r\u0131mc\u0131lar\u0131ndan \u00f6z\u00fcr diledi. Firman\u0131n, yapay zeka (AI) \u00e7ipleri pazar\u0131ndaki rekabette geri kalmas\u0131 ve tedarik zincirindeki aksakl\u0131klar\u0131n etkisiyle ya\u015fad\u0131\u011f\u0131 bu d\u00fc\u015f\u00fc\u015f, \u015firketin gelece\u011fi hakk\u0131nda endi\u015felere yol a\u00e7t\u0131. Samsung&#8217;un Y\u00f6netim Kurulu Ba\u015fkan Yard\u0131mc\u0131s\u0131 Jun Young-hyun, yap\u0131lan a\u00e7\u0131klamada, \u015firketin performans\u0131n\u0131n beklentilerin alt\u0131nda kalmas\u0131ndan duyulan hayal k\u0131r\u0131kl\u0131\u011f\u0131n\u0131 [&hellip;]<\/p>\n","protected":false},"author":78,"featured_media":68788,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[174,10112],"class_list":["post-68786","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-samsung","tag-yari-iletken-sektoru"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/68786","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/users\/78"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=68786"}],"version-history":[{"count":0,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/68786\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/68788"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=68786"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=68786"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=68786"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}